Sevara Principles

1. Ask questions – question everything, even the obvious
2. Listen to the clients – it is their business and their livelihood
3. Bring our best business expertise and our common sense
4. Focus on financials, but look beyond them to people
5. Keep the process simple: evaluate, plan, negotiate, execute
6. Independence
7. Above all – excellence in execution

Value Proposition

1. Broad and deep senior capital markets experience with substantial restructuring expertise
2. Ability to leverage network of tax, accounting and regulatory resources and to scale quickly for execution

Selected Sevara Projects

Sevara Partners is working on or has executed various assignments such as the following:

Mergers & Acquisitions

1. Provide business due diligence and fairness opinion to a bank in connection with acquisition
2. Advise a strategic buyer seeking to purchase the majority of the assets of a publicly listed company out of bankruptcy
3. Provide business due diligence on a PE investment in a broker-dealer
4. Advise an investment firm on the acquisition of a broker-dealer
5. Advise offshore broker-dealer on the acquisition of a US broker-dealer
6. Advise small, Southeastern bank on merger candidates
7. Advise media company in entering asset manager market

Restructuring Advisory

1. Advise a large financial institution on the restructuring of a multi-billion dollar portfolio
2. Advise a group of individuals with deferred compensation plans tied up in leveraged company owned life insurance (COLI) under a bankruptcy plan
3. Dispose of illiquid assets from liquidation portfolios of two different hedge funds
4. Provide litigation support for a company sued over breach of contract regarding a loan made by a CLO managed by a hedge fund
5. Create a structured solution to provide tax efficient hedging for banks who have acquired failed banks with FDIC assistance
6. Design a capital preserving asset sale strategy for banks interested in disposing of whole loans

Capital Raising

1. Assist a bank management team in raising capital to buy a host bank to purchase banks seized by the FDIC
2. Assist management of a financial technology firm in its third and fourth rounds of capital raising for a business which began operations in the past 12 months
3. Assist management of small de novo community bank in its initial capital raise of approximately $20MM
4. Engaged by $0.5-1.0B private client bank to raise expansion capital; subsequently retained to conduct due diligence and provide fairness opinion on merger
5. Engaged to raise $300MM capital for a de-novo bank with a particular market niche concept
6. Engaged to raise $20-25MM for a consumer auto-finance company